/ product page

so many of you have asked for a way to print out their defined Pipeline...here you go!

 

REPORT INPUT:

person running report chooses a single Pipeline from the pulldown at report run time

the pulldown is populated with all active Pipelines as defined in your Daylite>Preferences>Pipelines

see screenshot for report input [3rd screenshot for this product]

 

PRODUCT DESCRIPTION:

this report gives you the full picture of how your selected Pipeline is defined per your Daylite>Preferences>Pipelines

it includes the Stages and each Task or Appointment within each Stage

it's especially helpful for staff meetings, as it's a great way to print out your Pipeline to see where adjustments need to be made

 

for each Stage, we show its Tasks and Appointments as they appear in your Daylite>Preferences>Pipeline>selected Pipeline [see 4th screenshot for this product]:

  • box icon if activity is a Task, clock icon is activity is an Appointment
  • Task or Appointment Name
  • Task or Appointment Owner name
  • Task or Appointment relative date [ie x days before end, x days after start, etc]
  • Task or Appointment skip days shown as strikethrough [ie if you skipped Sunday and Monday on a Task, sun,mon is shown with a line through the words] 
  • Task Priority shown as a flag icon [High Priority is a red flag, Medium Priority is a green flag, Low Priority is a blue flag, No Priority is a grey flag]
  • Task or Appointment Category

 

ADDITIONAL INFO ABOUT THIS PRODUCT:

  • the Daylite report engine tries to keep data together when possible, the report engine will insert page and line breaks as it sees fit; Blue Rock has not programmed any manual page breaks into this report
  • the Daylite report engine stops at 100 pages
  • output is PDF only
  • not for resale: buyer may only install their purchased Product on their own computer and on computers within their own company
  • not for resale: report is sold exclusively by Blue Rock. buyer is prohibited from reselling any Product or posting any Product for public use or distribution to other individuals and companies
  • payment is through PayPal; please click the add to cart button to add this report to your order
  • completing the purchase indicates agreement with terms of purchase and delivery

Pipeline Definition with per-Stage Activities - DL002

SKU: REPORTPREFS-002
$29.00Price
  • PRODUCT DELIVERY:

    Upon receipt of funds, a link to download the Product will be emailed to the email address you provided at the PayPal site.

    Please make sure that you provide an accurate, working email address when you complete your purchase. Please check both your Inbox and your Junk box.

     

    TERMS OF PURCHASE:

    Completing a purchase indicates agreement with the Blue Rock's terms:

    https://www.daylitehelp.com/reportterms

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Blue Rock     |     Portland Oregon USA    |     helpdesk@daylitehelp.com    |     503-208-6239

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